“My wife was struggling with the communication skills of our prior estate planning lawyer, so we met with Trey Hanna, with the hopes that he could clarify some issues and help educate her with the details. We have a blended family with many accounts, with a wide variety of assets in multiple states, and family members in multiple countries. There were many challenges in understanding all the options and laws. Trey worked diligently with us to get a clear understanding of our needs, the strengths and weaknesses of various family members - and the dynamics between them, before recommending a trust structure tailored to our needs. He developed an extremely customized estate plan, involving multiple trusts, of different types, for the different people and scenarios involved. My wife and I were far happier with Trey Hanna, as his communication and organizational skills were excellent. He often sent us detailed emails explaining our options, instead of just verbally bombarding us, which can be confusing. He offered detailed help on re-titling specific assets, to get them all set up right, to work with our new estate plan. He accommodated our busy travel schedule, with each meeting. Overall, Trey was very likeable, easy to work with, and is a great communicator. We were very pleased with the outcome of our estate planning.”
Mr. D.S.H., of Lenexa, Johnson County, KS.
(Complex estate planning for a blended family, new marriage, non-US citizen, for family of business owners, with assets – and future beneficiaries – located in multiple states and outside the USA.)
